+35,889.1%
VLO vs SWK
+1,275.2%
+34,613.9%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.3% |
| 7D | +5.2% | -0.4% | +5.7% | +5.4% |
| 30D | +22.6% | -5.7% | +28.3% | +25.2% |
| 3M | +43.8% | +24.1% | +19.7% | +30.5% |
| 6M | +65.7% | +24.7% | +41.0% | +47.6% |
| YTD | +131.1% | +33.9% | +97.2% | +99.0% |
| 1Y | +143.6% | +34.7% | +109.0% | +107.0% |
| 3Y | +201.4% | +15.3% | +186.1% | +161.5% |
| 5Y | +568.9% | -39.3% | +608.2% | +613.4% |
| 10Y | +891.8% | +2.5% | +889.3% | +738.7% |
| All | +35,889.1% | +1,275.2% | +34,613.9% | +13,340.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SWK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling